Job Description
Client Experience Associate
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Hospitality, Administrative Support, Office Operations
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The Jamrog Group | Holyoke, Massachusetts
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Full-Time | On-Site | Flexible Scheduling Available
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$40,000-$48,000 + Bonus Opportunity
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About The Jamrog Group
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At The Jamrog Group, we help individuals and families make confident financial decisions through comprehensive financial planning. We're a planning-first wealth management firm serving a diverse clientele across the country. Our team values collaboration, continuous learning, professionalism, and delivering an exceptional client experience.
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We believe exceptional client service is never an accident. It happens because every member of our team cares deeply about doing great work, helping one another, and creating meaningful experiences for the people we serve. If you're someone who finds satisfaction in staying organized, helping others succeed, and making people feel genuinely cared for, you'll fit right in.
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About the Role
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We're looking for a Client Experience Associate to help create an exceptional experience for our clients while supporting our advisors and office operations. This role combines administrative support, scheduling, client hospitality, office coordination, and marketing support. You'll help keep our team organized, support our advisors, and ensure clients feel welcomed and cared for every step of the way.
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Financial services experience is helpful, but not required. We're looking for someone who is highly organized, professional, dependable, and eager to learn. This is an excellent opportunity for someone looking to build valuable skills in client service, operations, and/or marketing.
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Schedule Flexibility
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Because this role is centered around client hospitality and office support, daily in-office presence is important. However, we recognize that exceptional candidates may have scheduling needs that don't fit a traditional 40-hour work week. We're open to discussing modified schedules for the right person.
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What You'll Do
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Scheduling & Administrative Support (60%)
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- Manage advisor calendars and book client appointments
- Manage incoming e-mails, phone calls, and client follow-up communications
- Support advisors with meeting preparation and follow-up
- Process meeting notes and maintain accurate client records
- Assist with routine client service requests, including beneficiary updates, address changes, and account maintenance paperwork
- Help clients with account access and basic technology questions
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Client Experience & Hospitality (20%)
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- Coordinate thoughtful client touchpoints before, during, and after meetings
- Prepare meeting materials and ensure every client meeting—virtual or in person—is polished and seamless
- Welcome clients and visitors to the office with warmth and professionalism
- Coordinate client communications and follow-up
- Maintain client gifting, hospitality, and celebration calendars to ensure meaningful client touchpoints throughout the year.
- Send handwritten cards for birthdays, milestones, condolences, congratulations, and other life events
- Assemble and mail client packets, gifts, and correspondence
- Support client appreciation events and other special experiences throughout the year
- Help ensure every client interaction reflects The Jamrog Group's commitment to exceptional service
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Office Operations (10%)
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- Manage office supplies and day-to-day office needs
- Help maintain an organized and professional office environment
- Coordinate incoming and outgoing mail and packages
- Support special projects and firm initiatives as needed
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Marketing Support (10%)
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- Create basic Canva graphics and presentations
- Assist with social media, email marketing, and client events
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What Makes Someone Exceptional In This Role:
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- You are highly comfortable with technology and quickly learn new systems and software.
- You enjoy managing calendars, coordinating schedules, and solving logistical puzzles.
- You can juggle multiple priorities while maintaining exceptional attention to detail.
- You are comfortable working with CRM systems, digital workflows, and electronic records.
- You have experience managing a high volume of communications, documentation, and follow-up tasks.
- You anticipate needs, solve problems proactively, and take ownership of your work.
- You are the type of person people rely on to keep things organized and moving forward.
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This role supports a busy advisory team serving more than 350 client households and requires exceptional organization, attention to detail, and comfort managing a high volume of scheduling, client communications, and operational tasks.
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Qualifications
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Required:
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- Strong organizational and communication skills
- Professionalism and attention to detail
- Proficiency with Microsoft Office (Outlook, Word, Excel)
- Ability to manage multiple priorities and deadlines
- Strong technology skills and confidence learning new software platforms
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Helpful, but not required:
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- Experience in customer service, hospitality, administration, scheduling, or office support
- Experience with Calendly
- Familiarity with Canva
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Don't check every box? If you're motivated to learn and excited about the opportunity, we'd love to hear from you.
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Our Work Environment
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This is an in-person position based in our Holyoke office.
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Many members of our team work in a hybrid or fully remote environment, so you'll regularly support both in-office and remote teammates through Microsoft Teams, Zoom, phone, and email. The right candidate is comfortable working independently, communicating proactively, and helping keep everyone organized and connected.
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Compensation & Benefits
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- $40,000-$48,000 annual salary based on a full-time, 40-hour-per-week schedule
- Annual bonus opportunity
- 401(k) with company match
- Long-term disability coverage
- Paid time off
- Wellness and charitable giving stipends
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How to Apply
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Please send your résumé along with a brief note telling us:
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- Why this opportunity interests you
- What would make you successful in this role
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Applications and questions may be sent to Bailey Shafer at bailey@jamrog.group.